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BMY

Name: BMY reported investor holdings
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Bristol-myers Squibb CO

9 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.

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Who reports owning BMY?

Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.

#↑	Manager	% Port.	History	Value	Shares
1	Richard Pzena	2.9%	28q	$980M	17,007,044
2	Joel Greenblatt	0.1%	40q	$91M	1,572,329
3	John Rogers	0.4%	22q	$40M	696,430
4	Kahn Brothers Group	1.8%	40q	$10M	170,381
5	Bill Miller	0.9%	10q	$4M	69,500

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Showing 5 of 9

Go beyond ownership.

Bristol Myers Squibb discovers, develops, licenses, manufactures, markets, distributes and sells medicines for serious diseases.

Question to investigate: Can new pipeline and licensed assets add enough value to offset pricing pressure and generic erosion across the established portfolio?

Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.

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Filing dates and original SEC sources

A material reported change · Q2 2025

Dodge & Cox Funds reduced reported BMY shares by 35.3%.

Holdings as of Jun 30, 2025 · filed Aug 13, 2025. Position at period end: 0.2% of the reported portfolio. The filing does not reveal the trade date, price, or reason.

Read the SEC filing ↗See the change in context →

Explore earlier changes and contrasting evidence

Selected historical records. Retrospective outcomes do not establish predictive skill.

Q2 2025
filed Aug 13, 2025
44d lag
TRIM-35.3%
Dodge & Cox Funds · 0.5% of reported portfolio
Original SEC filing ↗
-2.9% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 6, 2025
37d lag
EXITEXIT
Harry Burn · 3.0% of reported portfolio
Original SEC filing ↗
-5.2% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
TRIM-28.5%
Hillman Capital Management · 2.8% of reported portfolio
Original SEC filing ↗
-10.6% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
ADD+35.0%
Bill Miller · 2.6% of reported portfolio
Original SEC filing ↗
-10.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
TRIM-99.2%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-10.6% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 13, 2025
44d lag
EXITEXIT
Sarah Ketterer · 1.0% of reported portfolio
Original SEC filing ↗
-11.2% vs SPY
63 sessions after disclosure
direction supported so far

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Long US 13F disclosures omit shorts and can be amended. CUSIP 110122108. No current price, valuation or manager motive is inferred.